Hcr Wealth Advisors Purchases in Q2 2025

Hcr Wealth Advisors

  • $835 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
5.7K
+ 2.74%
$329.49 - $438.4 $1.88M - $2.5M
213K $93.5M
NVDA
Nvidia Corp

Technology
8.7K
+ 2.99%
$94.31 - $157.99 $820K - $1.37M
299K $47.3M
MSFT
Microsoft Corp

Technology
74
+ 0.16%
$354.56 - $497.45 $26.2K - $36.8K
46.9K $23.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
21.5K
+ 3.56%
$114.78 - $133.31 $2.47M - $2.87M
626K $83.4M
META
Meta Platforms, Inc.

Communication Services
858
+ 4.68%
$484.66 - $738.09 $416K - $633K
19.2K $14.2M
IVV
Ishares Core S&P 500 ETF

ETFs
1.68K
+ 4.39%
$498.8 - $620.9 $837K - $1.04M
39.9K $24.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.37K
+ 2.29%
$90.56 - $109.49 $848K - $1.03M
419K $45.8M
ORCL
Oracle Corp

Technology
1.25K
+ 4.71%
$122.82 - $218.63 $153K - $272K
27.7K $6.06M
GOOGL
Alphabet Inc.

Communication Services
145
+ 0.15%
$144.7 - $178.6 $21K - $25.9K
94.9K $16.7M
AMZN
Amazon Com Inc

Consumer Cyclical
1K
+ 1.95%
$167.32 - $223.3 $167K - $224K
52.3K $11.5M
AVGO
Broadcom Inc.

Technology
329
+ 2.63%
$146.29 - $275.65 $48.1K - $90.7K
12.8K $3.54M
PWR
Quanta Services, Inc.

Industrials
760
+ 11.19%
$239.47 - $381.26 $182K - $290K
7.55K $2.85M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.9K
+ 18.61%
$49.79 - $50.75 $1.04M - $1.06M
133K $6.75M
AN
Autonation, Inc.

Consumer Cyclical
94
+ 0.38%
$155.71 - $201.03 $14.6K - $18.9K
24.7K $4.91M
ETN
Eaton Corp PLC

Industrials
1.48K
+ 39.51%
$246.52 - $356.99 $365K - $529K
5.23K $1.87M
MS
Morgan Stanley

Financial Services
44
+ 0.15%
$99.83 - $140.86 $4.39K - $6.2K
29.7K $4.18M
COF
Capital One Financial Corp

Financial Services
3.38K
New
$150.57 - $212.76 $509K - $719K
3.38K $719K
FPE
First Tr Pfd Secs & Income ETF

ETFs
25.4K
+ 2.73%
$16.93 - $17.81 $429K - $452K
953K $17M
IEMG
Ishares Inc

ETFs
12.1K
+ 5.42%
N/A
235K $12.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
86
+ 0.89%
$496.48 - $617.85 $42.7K - $53.1K
9.78K $6.04M
GOOG
Alphabet Inc.

Communication Services
686
+ 2.97%
$146.58 - $180.01 $101K - $123K
23.8K $4.22M
VRT
Vertiv Holdings CO

Industrials
6.36K
+ 25.84%
N/A
31K $2.68M
LHX
L3 Harris Technologies, Inc.

Industrials
159
+ 1.31%
$200.21 - $256.99 $31.8K - $40.9K
12.3K $3.08M
DIS
Walt Disney CO

Communication Services
65
+ 0.33%
$81.72 - $124.01 $5.31K - $8.06K
19.8K $2.45M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
186
+ 0.17%
$39.89 - $49.46 $7.42K - $9.2K
109K $5.38M
COST
Costco Wholesale Corp

Consumer Defensive
112
+ 1.42%
$908.13 - $1056.85 $102K - $118K
7.99K $7.91M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
17.8K
+ 147.39%
$24.48 - $24.9 $435K - $442K
29.8K $742K
GLD
Spdr Gold Trust

ETFs
442
+ 2.49%
$273.71 - $316.29 $121K - $140K
18.2K $5.55M
GS
Goldman Sachs Group Inc

Financial Services
174
+ 9.47%
$462.22 - $707.75 $80.4K - $123K
2.01K $1.42M
SYK
Stryker Corp

Healthcare
436
+ 5.4%
$337.37 - $395.63 $147K - $172K
8.51K $3.37M
HON
Honeywell International Inc

Industrials
512
+ 4.61%
$182.86 - $232.88 $93.6K - $119K
11.6K $2.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.5K
New
$19.6 - $24.44 $265K - $330K
13.5K $330K
CAT
Caterpillar Inc

Industrials
201
+ 5.32%
$273.94 - $388.21 $55.1K - $78K
3.98K $1.54M
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.02K
New
$32.56 - $57.11 $163K - $286K
5.02K $286K
IEFA
Ishares Tr

ETFs
1.9K
+ 11.66%
$67.83 - $84.09 $129K - $160K
18.2K $1.52M
TDG
Trans Digm Group Inc

Industrials
9
+ 0.48%
$1231.75 - $1520.64 $11.1K - $13.7K
1.88K $2.86M
BX
Blackstone Inc.

Financial Services
1.5K
+ 33.91%
$120.07 - $151.11 $180K - $227K
5.93K $887K
VTI
Vanguard Total Stock Market Et

ETFs
206
+ 3.06%
$243.75 - $303.93 $50.2K - $62.6K
6.93K $2.11M
VB
Vanguard Small Cap ETF

ETFs
1.03K
New
$193.73 - $237.37 $199K - $244K
1.03K $243K
CRWD
Crowd Strike Holdings, Inc.

Technology
472
New
$321.63 - $509.31 $152K - $240K
472 $240K
XLU
Utilities Sector Spdr

ETFs
1.15K
+ 2.27%
$73.09 - $82.77 $84.3K - $95.5K
52.1K $4.25M
NVO
Novo Nordisk A S

Healthcare
3.43K
+ 23.68%
$58.08 - $81.05 $199K - $278K
17.9K $1.24M
SCHW
Schwab Charles Corp

Financial Services
788
+ 6.43%
$69.06 - $91.24 $54.4K - $71.9K
13K $1.19M
VEA
Vanguard Ftse Developed Market

ETFs
892
+ 3.06%
$45.65 - $57.01 $40.7K - $50.9K
30.1K $1.71M
CME
Cme Group Inc.

Financial Services
420
+ 4.14%
$252.37 - $290.71 $106K - $122K
10.6K $2.91M
ILCB
Ishares Morningstar U.S. Equit

ETFs
2.54K
New
$68.63 - $85.78 $174K - $218K
2.54K $217K
PLTR
Palantir Technologies Inc.

Technology
600
+ 23.73%
$74.01 - $144.25 $44.4K - $86.6K
3.13K $426K
SHOP
Shopify Inc.

Technology
1.81K
New
$76.89 - $115.35 $139K - $208K
1.81K $208K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.48K
New
$105.2 - $141.69 $155K - $209K
1.48K $208K
Activity Summary
Buys All Purchases 99 New Holdings 15 Increased Positions 84 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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